Squar Milner Financial Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Squar Milner Financial Services’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-6,366	Closed	-$332K	–	90
2020 Q2	$332K	Hold	6,366	–	–	0.19%	137
2020 Q1	$293K	Hold	6,366	–	–	0.18%	121
2019 Q4	$401K	Hold	6,366	–	–	0.2%	111
2019 Q3	$346K	Hold	6,366	–	–	0.18%	140
2019 Q2	$361K	Buy	6,366 +1,780	+39%	+$99.1K	0.24%	92
2019 Q1	$251K	Hold	4,586	–	–	0.19%	132
2018 Q4	$225K	Hold	4,586	–	–	0.22%	116
2018 Q3	$259K	Hold	4,586	–	–	0.23%	114
2018 Q2	$246K	Hold	4,586	–	–	0.22%	125
2018 Q1	$244K	Hold	4,586	–	–	0.31%	119
2017 Q4	$267K	Buy	+4,586	New	+$246K	0.32%	110

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SRA

Summit Rock Advisors New York $16M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Squar Milner Financial Services's IUSV Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2020, closing a stake of 6,366 shares — an estimated $332K sold.

Squar Milner Financial Services first reported a position in IUSV in Q4 2017 and held it in 11 quarters. The position peaked at $401K in Q4 2019. 308 funds tracked by Wall St. Rank hold IUSV as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares Core S&P US Value ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 6,366 iShares Core S&P US Value ETF shares in Q3 2020, an estimated $332K.
Squar Milner Financial Services first reported a position in iShares Core S&P US Value ETF in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's iShares Core S&P US Value ETF position peaked at $401K in Q4 2019.
308 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.